Senior Financial Planning Analyst
$65,000–$85,000 year
Remote · Philadelphia, Pennsylvania, United States or New York City, New York, United States
Philadelphia, Pennsylvania, United States or New York City, New York, United StatesRemoteFull Time$65,000–$85,000 yearMid LevelBachelors DegreeEnterprise
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Enterprise
Job Summary
As a Senior Financial Planning Analyst, you will partner closely with Advisors to support client financial planning needs, involving tasks like portfolio monitoring, investment proposal preparation, and client financial deliverables. The role requires a strong attention to detail and proactive problem-solving in a fast-paced environment.
Required Qualifications
- Minimum 2 years of relevant experience
- Passed or pursuing Series 65 license examination
- Ability to speak to the markets, asset allocation, and basic estate and tax planning concepts.
- Excellent computer skills, especially Microsoft Excel
- Experience working with ultra-high net worth (UHNW) clients with more than $25 million of investment assets is desirable
Desired Qualifications
- CFP® designation
- CFA designation
- CPA designation
- EA designation
- Experience with Tamarac, eMoney, Zephyr, Portfolio Center
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